{"id":35890,"date":"2021-12-02T16:43:33","date_gmt":"2021-12-02T16:43:33","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=35890"},"modified":"2024-08-05T16:56:47","modified_gmt":"2024-08-05T15:56:47","slug":"deputyship","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/deputyship\/","title":{"rendered":"Deputyship"},"content":{"rendered":"\nTask 1<\/span> Initial Instructions<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

New File Information <\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Client Care Letter<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASECLI – In 7 Days if the instruction paperwork has not been returned<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Instruction Paperwork Returned<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASECLI – Instruction paperwork has been returned<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

REVIEW After 7 days Draft the COP1 form when the application form is received <\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

COP3_A After 7 days Draft COP3 Form<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

COP4 AFTER 7 DAYS DRAFT THE cop4 FORM <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> COP1 Application Form<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Application Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Display a message to the user<\/strong><\/p>

You must notify at least 3 people of this application. Please complete their details on the following screens<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Respondent Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Notified People<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Social Services – Will only run if application is for the Appointment of deputy for personal welfare<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Display a message to the user<\/strong><\/p>

Please check and complete the COP1 Application form along with relevant Annex<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

COP1 \u2013 Application form 12\/17<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

COP1A – Annex A: Supporting information P&FA 07\/15<\/strong><\/p>

Will only run if Appointment of deputy for property and affairs<\/p>

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Send Standard Document<\/strong><\/p>

COP1B – Annex B: Supporting information PW 12\/17<\/strong><\/p>

Will only run if Appointment of deputy for personal welfare<\/p>

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Meet unmet keydates by type<\/strong><\/p>

REVIEW<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Review after 14 days can the application be sent to COP<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> COP3 Assessment of Capacity<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Capacity Assessor or Doctor<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Display a message to the user<\/strong><\/p>

Please complete Part A of this form only<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

COP3 – Assessment of Capacity 12\/17<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Send COP3 to Capacity Assessor\/Doctor<\/strong><\/p>

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Meet unmet keydates by type<\/strong><\/p>

COP3_CA<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

COP3_CA after 7 days has the Cop 3 been returned to the capacity assesor. <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> COP3 Assessment of Capacity Completed<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

COP3_CA<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> COP4 Deputy’s Declaration<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

COP4 – Deputy’s declaration Applicant 1 09\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Send COP4 for comp and sig to App 1<\/strong><\/p>

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Display a message to the user<\/strong><\/p>

Please enclose a copy of COP1 with letter<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASECLI – 7 Days chase if applicant 1 hasn’t returned the completed COP4<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

COP4 – Deputy’s declaration Applicant 2 09\/15<\/strong><\/p>

Will only run If Applicant 2 exists<\/p>

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Send Standard Document<\/strong><\/p>

Send COP4 for comp and sig to App 2<\/strong><\/p>

Will only run If Applicant 2 exists<\/p>

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Display a message to the user<\/strong><\/p>

Please enclose copy of COP1 with letter. Will only run If Applicant 2 exists<\/p><\/div><\/div><\/div><\/div>\n\n

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Meet unmet keydates by type<\/strong><\/p>

COP4<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASECLI2 if after 7 days the second applicant has not returned the completed COP4 chase them up. Will only run If Applicant 2 exists<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> COP4 Deputy’s Declaration Returned Applicant 1<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Applicant 1 COP4 Returned<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASECLI.
\r\nWill only run if you have indicated that applicant 1 has returned COP4<\/p><\/div><\/div><\/div><\/div>\n\n

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Tick Task<\/strong><\/p>

Will only run if you have indicated that applicant 1 has returned COP4<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> COP4 Deputy’s Declaration Returned Applicant 2<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Applicant 2 COP4 Returned
\r\nWill only run if Applicant 2 exists<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASECLI2
\r\nWill only run if Applicant 2 exists and you have indicated that they they have returned COP4<\/p><\/div><\/div><\/div><\/div>\n\n

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Tick Task<\/strong><\/p>

Will only run if Applicant 2 exists and you have indicated that they they have returned COP4<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Submit Application to OPG<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Court of Protection<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Letter to OPG enclosing Application<\/strong><\/p>

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Display a message to the user<\/strong><\/p>

Please enclose cheque for application fee<\/p><\/div><\/div><\/div><\/div>\n\n

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Meet unmet keydates by type<\/strong><\/p>

REVIEW<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

CHASECOURT If after 10 days the stamped copy from the OPG has not been received chase the court.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Stamped Copy of Application Received <\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Date of Stamped Application<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Court of Protection<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Meet unmet keydates by type<\/strong><\/p>

CHASECOURT<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

COP_SRVCL – Date of Stamped Application + 14 Days – Last Day to serve notice to deputyship subject<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

COP_SRVCL – Date of Stamped Application + 7 Days – 7 days to serve notice to deputyship subject<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

COP_NTFY – Date of Stamped Application + 14 Days – Last Day to serve notice to relevant parties<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

COP_NTFY – Date of Stamped Application + 7 Days – 7 days to serve notice to relevant parties<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Notify person whom application relates<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

COP14 – Proceedings about you in the COP 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Are we Serving the Notice?<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Display a message to the user<\/strong><\/p>

Arrange to visit the person to whom the application relates to, in order to serve notice.
\r\nWill only run if you are serving the notices.<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

What date will you be serving notice?
\r\nWill only run if you are serving the notices.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Meet unmet keydates by type<\/strong><\/p>

COP_SRVCL<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

COP_SRVCL1 – Client 1 Date Notified of Application + 7 Days \u2013 Last Day to inform OPG that notice has been served to person whom application relates<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Will only run if you are not serving the notices.<\/p>

Letter to App enc COP14 & COP5 for serving<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

CHASECLI- if after 3 days applicant hasn’t confirmed notice.
\r\nWill only run if you are not serving the notices.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Notify Relevant Parties<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 1 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Res1 12\/13<\/strong><\/p>

COP15<\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 1 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

COP5<\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 1 Full Name is not blank<\/p>

Letter Sending Notice to Respondent 1<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Res 1 Notice of Issued App Served.
\r\nWill only run if Respondent 1 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 2 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Res2 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 2 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 2 Full Name is not blank<\/p>

Letter Sending Notice to Respondent 2<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Res 2 Notice of Issued App Served.
\r\nWill only run if Respondent 2 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 3 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Res3 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 3 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 3 Full Name is not blank<\/p>

Letter Sending Notice to Respondent 3<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Res 3 Notice of Issued App Served.
\r\nWill only run if Respondent 3 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 4 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Res4 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 4 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Respondent 4 Full Name is not blank<\/p>

Letter Sending Notice to Respondent 4<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Res 4 Notice of Issued App Served.
\r\nWill only run if Respondent 4 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 1 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Ntfy1 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 1 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 1 Full Name is not blank<\/p>

Letter Sending Notice to Notified Person 1<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Ntfy 1 Notice of Issued App Served.
\r\nWill only run if Notified Person 1 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 2 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Ntfy2 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 2 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 2 Full Name is not blank<\/p>

Letter Sending Notice to Notified Person 2<\/strong><\/p>

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Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Ntfy 2 Notice of Issued App Served.
\r\nWill only run if Notified Person 2 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 3 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Ntfy3 12\/13<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Will only run if Notified Person 3 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if Notified Person 3 Full Name is not blank<\/p>

Letter Sending Notice to Notified Person 3<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Ntfy 3 Notice of Issued App Served
\r\nWill only run if Notified Person 3 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if Notified Person 4 Full Name is not blank<\/p>

COP15 – Notice that an app form issued Ntfy4 12\/13<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if Notified Person 4 Full Name is not blank<\/p>

COP5 – Ackn of service\/notification 07\/15<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if Notified Person 4 Full Name is not blank<\/p>

Letter Sending Notice to Notified Person 4<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship \u2013 Ntfy 4 Notice of Issued App Served
\r\nWill only run if Notified Person 4 Full Name is not blank
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_NTFY<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

COP_NTFY1 – Respondent 1 date notified + 7 Days \u2013 Last Day to inform OPG that notice has been served.
\r\nWill only run if Respondent 1 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

COP_NTFY1 – Notified Person 1 date notified + 7 Days \u2013 Last Day to inform OPG that notice has been served.
\r\nWill only run if Notified Person 1 Full Name is not blank<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Confirm Notifications<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Date Notice served to Subject<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

COP20A – Cert of notification 07\/15<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_SRVCL1<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Respondent 1 Date Notified of Application<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Certificate of notification non-notification of the person to Respondent 1
\r\n<\/p>

COP20B – Cert of service notification 07\/15<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_NTFY<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_SRVCL<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_NTFY1<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECOURT if after 21 days we have not heard from COP<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Response from COP<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Has the Application been Approved?<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Is a Security Bond Required?
\r\nWill only run if application has been approved by the COP<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Is a Hearing Required?
\r\nWill only run if application has not been approved by the COP<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Date of notification of the hearing?
\r\nWill only run if initial hearing is required<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

What is the date of the hearing
\r\nWill only run if initial hearing is required<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

COP_SRVCL – Hearing date +14 Days – Last Day to serve notice of hearing
\r\nWill only run if initial hearing is required<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Deputyship Hearing Date
\r\nWill only run if initial hearing is required<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the application has not been approved by the COP and an initial hearing is not required<\/p>

App not approved. Further info required<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECLI if after 7 days we haven’t had the return of further information
\r\nWill only run if the application has not been approved by the COP and an initial hearing is not required<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the application has not been approved by the COP and an initial hearing is required<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the application has been approved by the COP and a security bond is required<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECLI if after 7 days we haven’t received Security Bond
\r\nWill only run if the application has been approved by the COP and a security bond is required<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if the application has been approved by the COP and a security bond is not required<\/p>

Letter to App 1 \u2013 Application approved<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECOURT<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Will only run if application is approved by the COP<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Additional Information Received <\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI
\r\nWill only run if application has not been approved by the COP<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if application has not been approved by the COP<\/p>

Letter to OPG Enc Requested Information<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECOURT – +14 Days Have we heard from the COP?
\r\nWill only run if the application has not been approved by the COP<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Notification of Hearing<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if initial hearing is required <\/p>

Letter to subject informing of hearing<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if initial hearing is required <\/p>

COP14 – Proceedings about you in the COP 12\/13<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Arrange to visit the person to whom the application relates to, in order to serve Notice of hearing
\r\nWill only run if we are serving notices and an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Date Notice of Hearing Served
\r\nWill only run if we are serving notices and an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_SRVCL<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Last Day to inform OPG Served Notice of Hearing
\r\nWill only run if an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if we are not serving notices and an initial hearing is required <\/p>

Letter to App enc COP14 Hearing for serving<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECLI if after 3 days we haven’t received confirmation of serving notice from applicant 1.
\r\nWill only run if we are not serving notices and an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Confirm Notification of Hearing<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Deputyship – Date Notice of Hearing Served
\r\nWill only run if an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Will only run if an initial hearing is required<\/p>

COP20A – Cert of notification Hearing 07\/15<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

COP_SRVCL1
\r\nWill only run if an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI
\r\nWill only run if an initial hearing is required <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> Confirm Security Bond in Place<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to OPG Confirming Security Bond in Place
\r\nWill only run if a security bond is required <\/p>

Letter to OPG Conf Security Bond in Place<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

CHASECOURT if after 14 days we haven’t heard from COP
\r\nWill only run if a security bond is required <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 19<\/span> Send Official Copy Orders to Applicant after obtaining Security Bond<\/span><\/span>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Will only run if application is approved by the COP and a security bond is not required<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Applicant 1 enclosing Official Copy Orders
\r\nWill only run if application is approved by the COP and a security bond is required<\/p>

Letter to App 1 enc Official Copy Orders<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECOURT
\r\nWill only run if application is approved by the COP and a security bond is required<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[36],"class_list":["post-35890","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-private-client"],"acf":[],"yoast_head":"\nDeputyship - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Deputyship workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Deputyship - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Deputyship workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/deputyship\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-05T15:56:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/10\/image-8.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/deputyship\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/deputyship\/\",\"name\":\"Deputyship - 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